See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 26 · EIN 41-1416330 66 SOUTH 6TH ST, PO8 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $59,979 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 PO BOX 419497 · BOSTON, MA 022419497 | Securities Custodian | $15,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,159 | $91,407+159.5% | $135,903+74.5% | $71,457+231.9% |
| Participation rate | 84.5% | 75.7%+8.9pp | 81.9%+2.6pp | 67.9%+16.6pp |
| Annual return | 19.00% | 29.90%-10.9pp | 68.23%-49.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,581 | $7,092+77.4% | $7,758+62.2% | $4,289+193.3% |
| Admin fee / account holder | $251 | $1,266-80.1% | $10,762-97.7% | $1,587-84.2% |